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lance always double down, when he is in trouble he doubles the bet and the oprah interview is in some ways the ultimate doubling of the bet, he pushes everything on the table and said, look, there is where i am going to try to do to get out of this. >> rose: so what are you looking for? each of you in the oprah interview? >> well, you know, i don't -- i was asking myself that same question and i really don't know what to say, like he will confess. >> rose: right. >> i don't, having done some reporting on lance armstrong i would fool myself i could interpret the thoughts of a goldfish before i think i know what lance armstrong is thinking so judging his contrition is not an issue to me, strategically this looks like 15 years of deny, deny nye until there was about penny left from deneigh and let's see what we can get from confessing so i think a lot of people will try to interpret his emotions and mannerisms and to me, i am in a place where i understand i can't even begin to do that, beyond his confession -- >> rose: what are you looking for, daniel? >> i am looking for what he says t
that much. boeing, when they reported, i bet you boeing up side, surprise. i found ge was good. i thought schlumberger was great. some companies not so great. it's a mixed picture. >> you mentioned boeing. interesting development in the investigation, the japanese reportedly focusing on the battery itself. and that supplier. u.s. regulators say the fire in boston, the battery didn't exceed its output standards, so maybe it's a wiring issue, maybe it is a circuit board issue. a wrinkle there. >> the investigations in japan and here taking different routes. all of which may add up to the dreamliner not coming back quite as soon as they'd hoped. >> someone screwed up. product liability. it's not so clear that the japanese company -- it's not that big. we look at the size of it. but people have insurance. and i think that boeing could be doing some collecting. >> yeah. finally, on the market, interesting article today in the journal again saying perhaps we're underestimating how much stock is being bought back. yes. that is still an underlying theme as we head further into this year, which is
for competitors? i mean, how important is this given the fact that so many technology companies are betting on this enormous population in china and throughout asia? >> it would be a huge loss for apple. i mean, they are already seeing subscriber share for the iphone in china go down to companies like samsung and lenovo so this would be a pretty big loss. they would have to figure something else out in the country. >> yeah. david. can you address the issue of the margins? i mean, that seems to be the single most issue, most important issue affecting the way people feel about this company. margins are compressing. they are not growing nearly what they were before. if apple comes out with an iphone mini, that's only going to hurt margins even more as it tries to establish itself in emerging markets like china. >> well, that's right. i mean, apple had the best of both worlds. they could sell a premium products at ridiculously high margins and grow faster than anyone else. that is clearly being challenged, but as i say, the stock right now after this decline over the last couple of months refle
arenas across the middle east. and this yearslong bet by the islamic republic of iran on these groups has paid off, because now their regional allies have become the most influential players in their respective arenas today. the result is that today it is the islamic republic of iran and its ideas of participatory islamist governance and an independent foreign policy that has real influence, real power in countries across the middle east from egypt to baa rape that were -- bahrain that were once clearly in america's camp. in strategic terms, the islamic republic of iran has been and is using through its narrative not its drones, not its tanks, through its narrative they are using the political awakening of middle eastern publics to alter the very nature of power politics in the middle east. as we describe in our book "downing to tehran," this has been an effective foreign policy and national security strategy for the islamic republic of iran, one that is exactly and repeatedly underappreciated in the united states. and at this point i'm going to hand it over to flipt to continue -- flynt
to create a good structured portfolio, then you can make your bets. but this is a whole conversation on how to invest. >> here's a question just about bets. you know, you're making the argument, and explaining the need to have a diversified portfolio. but most people have diversified portfolio follow the market. meaning, whatever the s&p 500 is ultimately you're going to be up or down, somewhere around there. you, and some of your peers consistently outperform the market. and you do that, i assume, by making bets. >> we break it into two parts. we have two basic portfolios. there is the strategic asset allocation mix. which we call all weather and that just hassing to to do with bets. it has to do with how to make all the assets the same risk parity. call risk parity. the problem is, when people try to diversify, and they own equities and equities has a volatility. >> right. >> that's large. or they own assets that do well when the economy does well and doly when the economy does badly they have a concentration of their risk in some assets. >> right. >> they need to have. they need to chang
%, or whatever you're willing to risk, high number of diversified extremely risky bets. >> why? >> we have medium risk portfolio but you did a lot better than someone who has a hundred percent of the portfolio at medium risk. >> in your portfolio. you say, you feel only comfortable -- and i respect that. i'm talking about the things that you actually own. >> yes. >> in your world, what are those highly risky bets? >> i mean, i put it in stocks. i don't want to say names of companies. i own stocks, i own diversified number of them, across things. i also own not well known stocks because you need to know a lot of these because they are the stocks of tomorrow. and also i'm trying to get into venture capital, although there is to much paperwork so i get a headache. >> one of the things that we used to talk about a lot was that you know, bet that would pay off gigantically. even though they were very unlikely to happen. are you still doing that? >> of course, option. my career was made -- i started in crash of '87. so i understand very well can you do well from randomness. but over all, my point isn't
francisco that's japanese. >> i bet she speaks japanese better than i do. my kids might not me. >> when i had the gun i knew there was a [inaudible] and i started writing down things and i thought in my mind's eye, i think it looks like this. and it would be like that i had a small village in mind. there was a part in time i thought, i could go back to japan and go there and see how it looked. i had in the book and in my heart what i thought it was, i almost knew that if i had gone back it wouldn't be the same. so i made the conscious choice of not going. now that you tell me this i'm thankful i didn't i think it would have destroyed what i created in my head. i thought places are best when they are imagined. i hesitated naming it after a place where my mom said what did exist. i'm glad i didn't go back. making that conscious choice would have changed had i gone back would have changed the direction of the book a lot. >> when i saw it it was so different than how an imagined from reading your books. >> does that teach you never to look up things. always listen to the writer? [laughter].
. >> i mean, they think so. they seem to be hedging their bets and saying it's not just about one smartphone, it's about a mobile computing system. take that for what it's worth. but, you know, they think that they have something viable and powerful. they're confident. everything they've said over the last few months and employees that i've talked to are confident that this is something new and that the market will respond. >> will, good to see you. thanks for joining us. all will be revealed later. will connors, reporter at the "wall street journal." i'm talking about in terms of the phone. >> 10:00 a.m. eastern, correct? five hours to go. countdown. >>> boeing's ongoing dreamliner woes threaten to overshadow its report later today for fourth quarter earnings. can it keep flying high? >>> welcome to "worldwide exchange." if you're just tuning in, i'm kelly evans. >> i'm ross westgate. here are your headlines. >> spain sees a bigger than expected drop in fourth quarter gdp as one of its most indebted regions asked for nine billion euros. >>> trades low after posting full-year earn
on the up chance the 9ers lose. we bet with the morning anchors in green bay and we'll show you that when we come back. between the 49ers and the packers. th n-f-c >>> there's plenty of stake in tomorrow's game with the 49ers and the packers. >> the winner to the nfc championship game, a game shy of the super bowl and candle stick. david acres with another chance to get it right. jim harbaugh decided not to get a free agent kicker and go with it despite a tough year for the 9ers. >> hope he and the team have a good game because more than a potential trip to the super bowl on this game. our pride's riding on it. >> we made a friendly little wager with rich and terry. here they are. >> here's our challenge to you. if the niners win, we would like you folks to bone up on all the i left my heart in san francisco tony bennet style, both of you a cappella to sing that with a piece of cheese wearing red and gold. that's our challenge if the 9ers win. >> i think you two are going to have to wear cheese heads with smiles on your faces and then watch video of the
and all the other stuff. you're done. >> i would still eat it! >> bet you would! >> looks good. >>> let's hope tony tantillo's three-cheese tort leany isn't on the list. >> here's tony table. >>> this is spinach tort leany, which i love the spinach noodles, gives a nice flavor to it, stuffing it with cheese. we add the pasta water, because the cheese will thicken it up. >> we put the tortellini in there, now add the first one, ramano. >> very strong cheese. >> i like it, though. this is the parmesan, right on top. let that melt in there. >> always want to stir them up so they don't get stuck to any of the noodles. >> then we add the parsley and we plate this. now we're going to add some mozzarella on the very top. >> here's why i want to add it on top. look how pretty it is! >> it is pretty! and that's it, three-cheese tort lean knee. simple to make, very delicious. i want to make it at home again tonight! >> so cozy. >> thank you, bella! bye-bye. we got to eat this now. >> all in 57 seconds. >> amazing, isn't it? >> takes me an hour and
viewer, right? >> it's a little more complicated, but so much money has been lost betting interest rates, traditional methods of shorting bond futures, shorting rates, that it makes sense to look at small strategy ta gives you a lot of staying power. >> wa about converts or junk? >> yeah, high yield. >> interesting with interest rates going up, doesn't necessarily mean junk yields would go up. you would think if interest rates are going up, ultimately, it's been corroborate with a strong economy which tends to be a good environment for higher yield debt as the stronger economy would still translate to lower defaults and better credit in general. so i wouldn't say that betting on higher corporate yields, particularly higher junk or high yield rates is the best way to bet on interest rates. >> what could we look for for a total return for the next couple of years if we did everything right? >> on the upon side? >> yeah. >> you're still probably looking for total returns in the mid single digits, which would include a coupon that you're getting. >> you think equities could be okay, though?
to increase his bet on the company. >> carl, do you want to bid for the company? go ahead and bid for the company. >> hey, you don't have to tell me what i'm free to do. >> all right. >> they just don't make moments like that on tv very often. a lot got said on friday and over the weekend about what an amazing moment that was. >> that's all people were talking about. tom and jerry's bar. who won? the game's not until this weekend. i said, no, not the game -- >> what did you tell them? >> i felt on the merits ackman won. but the real winner was wapner, because wapner kept his poise and kept it going, and kept trying to bring it back to what i want to know, which is carl's position in herbalife. and it's not clear. >> although he was able to very succinctly in this case outline the short squeeze rationale. and an argument we have discussed, out there in the herbalife camp is ackman being as responsible as a fiduciary here. taking such a large position when you've got the questions about a borrow and ability to sustain that, at what cost. and liquidity questions in terms of any redem
the technology area right now. last year, i bet on the cues. the year before i bet on the qs. i hear the case about slowing earnings, but the stocks have already slowed down. apple is 200 points below its high. if you start to look at them statistically, the price earnings ratios on big cap stocks are less than the s&p 500. the future, the future growth, secular growth of the industry has got to be twice that of the s&p, yet it's got a p/e ratio that's 3 percentage points less. 3 multiple points. the other factor i like about it is, this is the reason employment growth hasn't been strong. substitution of labor for capital, clearly we've seen productivity rise because of what's going on in technology. the world still has to be wired without any question whatsoever. and i get back to this valuation issue again, if you look at free cash flow, enterprise value versus free cash flow, the top five stocks in the big tech index are selling at half of the multiple that they were five and ten years ago. my god, this is an industry that's gone bananas on one side of the earnings and yet the price earnin
he's betting on old school tech names to get a bid. here are some of the reasons why. these companies deliver steady consistent earnings growth, attractive yield on average 2%. no major sentiment risk that exists in high-flying internet names, evaluations seem reasonable. oracle, ibm, outperforming, outperforming apple. you can see oracle and intel leading the pack. he summed it up nicely by saying these names might not be so sexy but in the long-term, the long-term value is attractive here. >> seema, thank you very much. as investors bail on apple are customers, especially young, hip, in the know customers doing the same thing. young, hip, in-the-know. that can be one person, jane wells, cooltown usa, campus of northridge to tell us. hi, jane. >> reporter: hi, tyler, this generation, the trend setters. a survey found 18 to 34 years old that have smart phones, almost all have more than one. 56% have an android-based, 46 had apples and 43 had blackberries. most had more than one device. i suspect the androids at the older trend. i did not see one on the campus, where they still have lo
think through the year as michael core bet gets his hands on all the issues but cost-cutting is going to be a feature of banking from here on out. you mentioned michael core bit, he is the new c.e.o. at city, this is his first earnings report. i know there was a lot of interest in what he said on the analyst call. did he talk at all about his grand plan for city? >> not really. i mean he was pressed by several of the questioners to speak to the sort of broader strategic issues. you have to remember he's only been there since october. it's clear that his study of the company all the aspects of the company is ongoing. he said that he would speak to the broader issues and the big plan later on. but i do think we saw a very, very different tone from him. he is very tough. he is very hands on. and it was a very different picture of city group than we've seen before. >> do you think he's the right man for the job? >> absolutely. he's got lots of banking experience, don't forget he's also got a chairman michael o'neill who's backing him up who is a cost-cutter and a very hands on manager as
bet. >> make sure you join us tomorrow. "squawk on the street" begins right now. >>> good thursday morning. i'm melissa wlee wilee with jim and david faber. let's get a check on u.s. futures and how we're setting up. positive data out of china. china exports came in much stronger than expected. jobless claims coming in 9,000 above consensus estimates. a higher open at this point, dow about 52 1/2, s&p looking to open up 8. as for the picture in europe, of course all eyes are on the esc presser, ecb and bank of england leaving rates unchanged. the question is will draghi open the door for the possibility of a cut. so that's on our radar. italy biggest gainer there up more than 1%. our road map this morning starts in washington. jack lew officially nominated as treasury chief. lew is known for his role in the being acrimonious talks in 2011. what could it mean this time. >> tiffany disappoints again with weaker holiday sales. there was weakness in the americas, strength in asia. so how much of a read through to the rest of retail is this earnings report? >>> nokia shares soaring this
're hopefully optimistic that they'll continue. and last thing anybody who's bet against america has proved it's a losing bet in the past. we're very bullish on this country. >> steve, thanks so much for your time. thank you for joining us first on cnbc. >> thank you. >>> interesting debate. meantime, goldman sachs making waves with the bonus pay joits. we'll get that in a moment. after the break, david faber's exclusive with mel karmazin. he's here to give us his very first interview since stepping down as the ceo of sirius xm. we're back in a couple of minutes. mine was earned in djibouti, africa, 2004. the battle of bataan, 1942. [ all ] fort benning, georgia, in 1999. [ male announcer ] usaa auto insurance is often handed down from generation to generation because it offers a superior level of protection and because usaa's commitment to serve the military, veterans, and their families is without equal. begin your legacy. get an auto-insurance quote. usaa. we know what it means to serve. that your mouth is under attack, from food particles and bacteria. try fixodent. it helps create a food
a safe bet. you know the public spending is not resolved yet. the debt ceiling has still to be tackled. in the euro area, i can't believe appreciate politicians are going to keep quiet through 2013. i guess the key thing is, what do you do for those setbacks? for us, we would look to trade those setbacks positively. so we're looking for an opportunity to move into equities in particular, not netsly to restreet for them. okay. so are you suggesting -- i mean, the number of people are saying, look, the next month or so, we get a green light and we're going into earnings season. we get a green light for equities. and companies are going to be fundamentally supported. so they're going to -- particularly in spain, use their cash to keep buying back stocks. >> i think they will. i think they'll buy back their stocks, they'll pay bigger dif dens. as confidence comes back, they'll buy each other. so the takeover story will gather momentum. they may even start investing in more fixed assets and generally, you know, expanding their businesses. i think all those things will happen. don't get me w
know? they were really getting into it. but i would bet on the yankee necessary 2013. that's just me. >> kelly, do you want to bet on the yankees for 2013? >> i'll go with maria on this one. i hear you guys got a little plug of grass from the 3,000 hit, i understand? >> yeah. they were giving away little wall mounts with dirt from the 3000 pitch. >> i threw the first pitch. it was a couple of years ago. >> i don't need this dirt. come on. it's bigger and better. >> i have to tell you, i was looking at this ring. i didn't know what i was looking at. i was trying to explain to him the rules of cricket, right? >> yeah. good luck with that one. >> that wasn't going anywhere, i can tell you. we'll talk more about that in a few minutes. we'll get back to other serious masters. unloimt in sxan keeps going up. we'll get the views of guy ryder, director general of the ilo. what are you doing? nothing. are you stealing our daughter's school supplies and taking them to work? no, i was just looking for my stapler and my... this thing. i save money by using fedex ground and buy my own supplies. t
joining me. you say correction is overdue. you are more bullish bet you might start with you. wire you worried about a pullback? these numbers we are heading over and over every session? >> typically when you are sort of in a circular bear market you will see a correction after this period of time, an aversion to the mean look at it, but if we are emerging from this circular bear market and moving into a secular bull you should not be concerned. for long-term investors looking through this, if you have a lot of cash and looking to commit to the market you might take a pause here and look at that for a minute or two. cheryl: we need to focus on the short term because there are a lot of unanswered questions for our viewers and investments and i know that you are looking short-term but you are saying this rally absolutely is going to continue for several strong reasons. >> that is right. we certainly believe much of this rally and much of the reason for the multi-year highs have been on the back of the fed and central banks globally committed to lower rates and extending them and it has h
the years and i'm betting that john brennan has, too, that too much of our intelligence is tactical, focused on who is coming over the next hill, on the battlefield. we surged -- most of our intel assets into afghanistan and iraq over recent years, or about how those wars would come out, and it is a good idea to restore some of our focus on other parts of the world, including asia. i hope our rebalance -- i am speaking as a former policy maker and someone who has a policy institution -- i would hope this rebalance toward asia will not focus on how we make relationships with china and others more difficult. i hope it focuses on how we join with the region to create a larger trading relationship with the united states, and to understand better ways in which we can become closer friends with china and friends with the region. i think that will be in everybody's interests, and to the extent the cia gives us information about leadership changes -- there have been leadership changes in japan, china, and south korea in the last six months -- and better information about other trends, then our polic
, becky, ladbrokes, the betting site, is taking bets on whether a snowball hits angela merkel while she's here in davos. that's an 8-1 bet right now. also if you could see a joint sledding session between david cameron and george osborn, that's 100-1. and finally, 33-1, not a bad chance, that the prime minister cameron is spotted with bono. that may not happen, since bono has not arrived yet. we'll see about that. in the meantime, back to you. we'll come back to you at 8:00 with lloyd blankfein. >> you got hit by some snow last year, too. remember at the end? >> by the way the chances of that are probably better. i don't know, maybe ladbrokes could take bets on that one. i'm looking at the production guys, and i'm sure there's going to be something coming. >> like the gatorade, the victory at the end. >> if you consider that victory. >> we'll see you in just a little bit. by the way, folks at home, if you have comments or questions about anything we're talking about e-mail us at squawk@cnbc.com. or follow us on twitter. can the bulls remain in control and is january an indicator for the
, but that bet could be paying off. asia cell is now one of the three biggest mobile phone operators in iraq. >>> well, offshore drilling company transocean will pay $1.4 billion in fines and penalties for its part in the worst offshore oil spill in american history. the company's also going to plead guilty to violating the clean water act. transocean, you may recall, owned the actual deepwater horizon rig that sank after the explosion in which 11 were killed in 2010. the company most associated with the disaster, though, isn't transocean. it's bp. and bp tells us that the settlement, i'll quote them, jr underscores what every official investigation has found, that the deepwater horizon accident resulted in multiple accidents from multiple parties. >>> and five men have been charged with the brutal gang rape and death of a 23-year-old woman. a senior police official tells cnn the men were charged with murder, rape, and kidnapping in a new delhi court. the men allegedly attacked the woman and her male companion on a bus, robbed them, before dumping them on the side of the road. the woman's in
. for folks in new york city, wouldn't bet on big snowstorms any time soon. >> haven't had snow yet. >> no. >> we had -- >> two weeks ago we had quite a bit of snow. >> i was down, didn't happen -- >> quite a bit for us. >>> we're focusing on financials this morning. gerard cassidy covers the sector for rbc capital markets. we have earnings coming up later this week. then we move to more serious earnings later next week. let's talk about the banks now, gerard. you are -- you're positive, bullish on the sector broadly -- >> yes. yes, andrew. we are still bullish on them. we were bullish last year. we continue to be bullish due to the continuing improvement in earnings coming from credit improvement and also loan growth. >> now, you like the whole industry? i mean, would you buy the index and call it a day and be happy? >> yes. we still would buy the index because when you look at the valuations of the banks, the valuations are still attractive when you look at them from a price-to-book basis. they trade slightly above book. we think in the future they'll trade at about 1.5 times book value.
the long-term. >> you bet. but at least it takes people out. i mean, you know, i guess if you don't know that washington is completely dysfunctional by now, then we're not doing a good enough job of getting the message out. i'm just saying that there's a lot of misinformation, as you know, about the debt and what the debt needs and how the united states finances itself. and there are other alternatives in playing gimmicks with coins or taking the real attention away from what needs to be done. there's a lot of debt. there's going to be debt. and you have to really draw the line between what is the budget deficit and what is the large amount of debt in the system. people like to leave off what is on the other side of the balance sheet. those are all the great as etss that go against those liabilities. >> i don't know about washington being dysfunctional. if in two years the country wants to elect, you know, a completely democratic house that will agree with everything that the obama administration wants, then we'll do that and we'll electric more democratic senators, the democrats can con
you. >> you bet. >>> we've got another piece of news. there was another piece of legislation discussed in the house last night. but unlike the fiscal cliff, there was no vote on this. despite pleas for bipartisan support for this -- from a bipartisan group, the session was adjourned, and the current term of congress will end without having a vote on superstorm sandy aid. that was something that people were looking for. >> this is absolutely indefensible. the fact is every bit of documentation that was required by the leadership of the house was provided by governor cuomo, governor christie, merritt blob, everybody played -- mayor bloomberg, everybody played by the rules except tonight. indefensible. we have a moral obligation. the people are out of their homes, the people who are cold, the people without food, the people who have lost their jobs, they don't have the time to wait. we cannot just walk away from our responsibilities. >> and the senate had passed a $60.4 billion sandy disaster aid bill last week. the current session comes to an end today after the new congress gets sworn i
us. we appreciate it, general. >> you bet. great to be with you. >> brian: first, how did this start? >> well, how did what start? >> brian: the drone started in afghanistan, correct? we started using them without the hell fire missiles? >> i tell you what, that's where they first came to a lot of national attention, but drones are more properly titled remotely piloted vehicles or aircraft. started back in around 1916. they've been used on and off, world war one, world war ii, vietnam. more recently, with a greater technology and capability, during the war against terrorism. >> brian: what does it bring to the table that maybe an f-16 doesn't? >> the real specific advantage that our national security institutions value from remotley piloted aircraft is persistence. the ability to stay in a particular area of interest much longer than an aircraft man mand by a human. >> brian: let's see a clip from your show. >> you bet. >> they've been so effective, the air force predict in a third of its attack and fighter planes will be drones within a decade. >> they can fly longer. they can be mo
-tos. >> tweet deck. >> you had the tweet of the weekend. >> betting on the pro bowl? >> the guy that bets on the pro bowl, what do you say, has reached the bottom? >> i say the long road to rock bottom ends at wagering on the pro bowl. >> the odds, which you knew. >> afc given a point and a half. >> all right. what's up next? >> actually, that's the next to last. the final step is the north/south. >> oh, the blue gray. >> do they still have that? >> college all-star games. mika's must-read opinion page is next. to roll over my old 401(k) into a fidelity ira. man: okay, no problem. it's easy to get started; i can help you with the paperwork. um...this green line just appeared on my floor. yeah, that's fidelity helping you reach your financial goals. could you hold on a second? it's your money. roll over your old 401(k) into a fidelity ira and take control of your personal economy. this is going to be helpful. call or come in today. fidelity investments. turn here. and you wouldn't have it any other way.e. but your erectile dysfunction - you know, that could be a question of blood flow. cia
, and i bet you i will beat him. >> i have been trying to go golfing with him. >> i said i was willing to go, and i'll challenge him to some skeet shooting. it's a great hobby, and i would hope that the president does enjoy it. >> david -- >> i challenged him. we'll see. >> let me ask you, because there's something about this, as to why the president would say this right now. whether it's true or not true, you know, president clinton tried to get democrats in line recently on this issue. he said to donors in a private meeting, and i will quote the president on this, do not patronize your supporters of your opponents by looking down your nose at them. that brought to mind the now infamous comment by then candidate obama when he talked about people clinging to guns and religion. >> first, as someone who has missed more clay pigeons than -- >> i never hit one and i only went once. >> i can well imagine why the president wouldn't want photographers there. i wouldn't want them either. i think the president is in this case shooting at the wrong target. the thing that drives the gun debate in
be betting on amazon. >> aaron, what's your take in. >> we like the fundamentals, long-term outlook, 80 times earnings. be on sidelines right now. >> sidelines right here at 266. gentlemen, thanks very much. great conversation, appreciate your time. as we naff date the amazon numbers. joining me right now on set is greg mcbride and greg yip from "the economist" and ryan dietri dietrich. gentlemen, good to see you. thanks for joining us and thanks for joining us tonight. greg, what gives with this market? what's with this market? >> run a long way in a short period of time really without stopping for a breath. saw it with amazon, and i think you'll continue to see it this year. top line revenue growth is an issue. eventually market revenue will run into it. >> by the way, we're running into it right now. amazon reported revenue below estimates. does revenue stock the story of the rally going toward in is amazon a problem tomorrow? >> whether or not that's a catalyst for this market to take a breather or have a correction remains to be seen. a lot of headwinds to face whether it's top line reve
of earnings because i focus on the calls and a huge am was poured in, i like to hedge my bets, sell the etf and buy the best performers in the etf according to my earnings per share work. that way if the move takes a turn for the worse we get a large macro number that hurts our market or some weakness out of europe i can lose less than the people playing the game because i own the best and i am short the rest. sector analysis is important. beam confuse this gigantic group of stock which comprises more than 15% of the s&p 500 constantly. tech is a conglomeration of a whole group, semiconductors, software, cloud, internet, large scale enterprise, tech, telecommunications tech, infrastructure stocks, assemblers, i like to look at them, the companies i follow versus the individual sectors because it doesn't work. cloud stocks are highly valued. meaning the price earnings to growth rates are extreme. that means there is no room for error or hair as we call it meaning something is wrong. something that could upset the growth rate. in 2011 one of my favorites reported a magnificent quarter but gui
happens immediately. >> let's bring in b.e.t. columnist keith boykin and msnbc contributor robert traynham. it's no coincidence the president spoke to the big guys, the anchors for the top two spanish language stations. obviously part of a larger strategy. you just heard david vitter say this is the same old thing. is the mood the same old thing and what's the white house strategy here in this, what they're trying to do is a pretty quick push. >> i think the momentum is on their side. he just got re-elected to president, won the latino vote. republicans are concerned about that. and there's a consensus from a political perspective and i think for policy reasons that this is the ship that's moving now. they have to get on it if they want to be onboard. and i think the republicans, there's some momentum on their side to get something done. it may not be everything the president wants but i would be shocked if there weren't some sort of comprehensive immigration bill passed. >> to that point there is movement in the polls, a new poll that finds voters largely agree with the president on the b
washington with people who are knowledgeable about the president's thinking is that the bet is that it will be chuck hagel. >> i just got an e-mail from a source that says he hasn't offered the job to anybody. maybe they are getting closer and closer. >> he is in hawaii. >> maybe he is not going to offer it until he gets back. >> the thinking is that chuck hagel will be offered that job and he has already had his friends lobbying for him for it. i might add it is controversial this is somebody who has been against sanctions and for talking to hamas. and there are democrats as well as some republicans who are a bit skeptical about this. as you know chuck hagel is a republican and serves on the intelligence advisory board and is a personal friend of the president's. the question is whether anybody in the senate would actually put a hold on the nomination. >> i know he has been thoroughly vetted and is fine for the position. he is on the president's foreign intelligence advisory board. >> exactly. >> thank you. >>> it has been a rough couple of months for hillary clinton. i wil
thought they were going to have to do something. would you bet -- you look at the nikkei up 17% in the last quarter. lots happened. but there's potential for a lot more. >> my knowledge of -- of japanese politics isn't so great. >> no. >> the indications are that that is what is about to happen. certainly that's what the market's betting on. i couldn't -- >> yeah. >> give a view. >> okay. stick around. >> got it. >> if that's all right. global strategist for management. >>> oil prices up as u.s. lawmakers strike a deal on the fiscal cliff. how will the spread between brent and imix look in 2013? some think it could get a lot bigger. >>> i'll show where we stand with brent and imex. both prices up along with other so-called risk assets. nymex up to 92.65. brent trading below 112. and we have neil attkisson with us. i hope you had a good break. >> you, too. >> expected reaction in the oil markets to what was announced in washington last night. before christmas, number of guests said this would be the year where we're going to see a sharp divergence between in the -- in the spread
or reduce capacity and yet it has its own prerogatives, why would you bet at this point on the fact that prices or -- will go up or that supply will come down? >> i wouldn't be betting on it. i mean, i was there recently, and basically capacity -- they're producing about 20 million, 21 million tons now. in the next two years, they'll have capacity for over 30 million tons. they're not going to slow. they needed it for the local government for gdp growth. we're not going to see any shutdowns. any of the new production they're bringing on is lower cost type of production in the west because it has its own power source. it's not -- you know, doesn't need high cost power in which we see on the east coast. so i don't see the price -- the price can move higher just because of markets, but at the end of the day, i don't see it enough to get alcoa going from $9 or higher. >> yeah. and david, what is china doing to -- ing -- planning to do with their stockpile and production? >> the strategic reserve board just bought 100-pltons, trying to keep people afloat. they're giving subsidies from th
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